finetuning-method-selection – skill Khác cho agent AI
Quyết định có nên fine-tune hay không, và chọn phương pháp phù hợp (SFT, DPO/ORPO/KTO, GRPO/RLVR, continued pretraining) cùng mô hình nền. Dùng khi bắt đầu bất kỳ dự án fine-tuning nào, khi chưa chắc RAG hay prompting có đủ không, hoặc khi chọn giữa các phương pháp tối ưu theo sở thích và phương pháp học tăng cường.
Cài skill finetuning-method-selection bằng một lệnh
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Claude Code
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Hermes Agent
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Nội dung SKILL.md
Nội dung SKILL.md gốc bằng tiếng Anh.
Fine-Tuning Method Selection
This is the router skill for the fine-tuning
lifecycle: it decides whether fine-tuning is the
right tool at all, and if so, which method and
which base-model size class. Every other skill
in this plugin assumes this routing already
happened — start here before opening
lora-qlora-recipes, preference-optimization,
or grpo-rlvr-training.
When to Use This Skill
- Starting any fine-tuning effort, before a
framework or base model has been chosen.
- Unsure whether RAG or prompt engineering would
solve the problem more cheaply than training.
- Choosing between preference optimization (DPO
family) and a reinforcement method (GRPO/RLVR)
for the same underlying task.
- Sizing a candidate model/method combination
before committing to a run.
Quick Reference
| Situation | Route |
|---|---|
| Facts change often (prices, docs, news) | RAG, not fine-tuning |
| Desired behavior still being figured out | Prompt engineering |
| Stable domain knowledge, ≥500MB text | CPT then SFT — see Off-Ramps First |
| Have input/output demonstrations | SFT — see lora-qlora-recipes |
| Have preference pairs or thumbs-up/down | DPO/ORPO/KTO — see preference-optimization |
| Have a verifiable pass/fail signal | GRPO+RLVR — see grpo-rlvr-training |
| No eval harness yet | Stop — see eval-harness-first |
Off-Ramps First
Most requests that sound like "fine-tune this"
are served better and cheaper elsewhere. Check
these off-ramps before opening a training run:
- Knowledge-bound and volatile (the gap is
facts that change — prices, docs, current
events): route to RAG, not fine-tuning. A
fine-tuned model bakes in a snapshot; volatile
facts go stale immediately.
- Behavior-bound and shifting (the desired
behavior is still being figured out, or
changes per request): route to prompt
engineering. Fine-tuning locks in a behavior;
don't lock in one that hasn't stabilized yet.
- Stable, dense domain knowledge: this is
where continued pretraining (CPT) enters, sized
by how much domain text exists:
| Domain text volume | Route |
|---|---|
| <10MB | RAG only |
| 10MB–500MB | RAG + fine-tune |
| 500MB–10GB | CPT, then SFT |
| >10GB | CPT required |
CPT learning rate ≈ **10% of the pretraining
LR**. CPT is guidance-only in this plugin —
sizing and LR guidance live here, but this
plugin does not execute a CPT run.
Method Router
Once the off-ramps are ruled out, this is the
full decision tree (verbatim from the research
this plugin is built on):
New FACTS? volatile → RAG | stable+dense → CPT (LR ~10% of pretrain) → SFT
New BEHAVIOR? shifting → prompt-engineering | stable:
demos → SFT (LoRA/QLoRA, all-linear, α=2r)
preference pairs → DPO (SimPO if length-bias, ORPO if memory-bound)
unpaired 👍/👎 → KTO
verifiable success → RLVR + GRPO (DAPO/GSPO/Dr.GRPO per failure mode)
Deploy: FP8 (Hopper+) | NVFP4 (Blackwell scale) | AWQ (older) | GGUF+imatrix (edge)
BEFORE ANY OF THIS: the eval harness must exist first.Read the tree top-down: answer "new facts or new
behavior," then follow the branch that matches
the data shape in hand (demos, preference pairs,
thumbs up/down, or verifiable success/failure).
The data shape picks the method — not the other
way around.
Worked Routing Examples
- *"Users want the assistant to follow our
support macros exactly."* Behavior is stable
and demonstrable from transcripts → demos →
SFT.
- *"We have pairs of good/bad responses from
reviewer thumbs-up/down, unpaired."* → unpaired
signal → KTO, not DPO (DPO needs paired
preferences).
- *"The model can already solve some of these
math problems and we can grade correctness
automatically."* → verifiable success signal →
GRPO+RLVR, and only after confirming the
model succeeds at least sometimes (see Key
Routing Facts below).
- *"We want the model to know this week's
pricing page."* → volatile facts → RAG, no
training run at all.
Key Routing Facts
- Loss-function choice is low-leverage. A
240-H100-run study found method choice worth
~1 percentage point versus ~50 points for model
scale, and zero of 20 DPO variants beat vanilla
DPO. Don't spend a routing decision agonizing
over DPO-variant selection — spend it on
getting the data shape and scale right.
- **DPO is for taste, GRPO+RLVR is for
reasoning.** Preference pairs that encode a
subjective judgment (tone, style, "which answer
is better") route to DPO. Tasks with a
verifiable pass/fail signal (math, code, tool
calls) route to GRPO+RLVR instead.
- **RL is not the fix for a model that never
succeeds.** GRPO and other RL methods sharpen
an existing capability — they don't teach one
from zero. If the model doesn't yet understand
the task or output format, run SFT first; only
bring in RL once the model succeeds at least
sometimes.
Common Routing Mistakes
- Reaching for fine-tuning to fix facts that
change weekly — that's a RAG problem, and
fine-tuning will just go stale faster than the
source data does.
- Picking a DPO variant before checking whether
the actual bottleneck is data quality or model
scale — variant choice is the ~1pp lever, not
the ~50pp one.
- Starting an RL run on a model that fails every
rollout — route to SFT first so RL has
something to sharpen.
- Treating CPT as the default for "the model
doesn't know our domain" — check the data
volume thresholds first; under 500MB, RAG or
RAG+fine-tune iterates faster than a CPT run.
Model Selection
Base-model choice is size-class first, family
second, and it goes stale fast — so it lives in
exactly one place: references/model-catalog.md.
That file is the only place in this plugin (and
in the DGX Spark ops plugin) that names a base
model family. Neither this skill nor
references/memory-math.md names one; both
describe models by size class only (for example,
"8B-class LoRA," not a model name).
The catalog is dated on purpose — model rankings
turn over quarterly. It carries a "last verified"
date and a refresh checklist. Before trusting a
row, check that date; if stale, work the refresh
checklist in the catalog before recommending a
model from it.
**Precedence when the catalog and a method skill
disagree:** the catalog's per-row Notes column
states hardware/size-class *feasibility*, not a
method recommendation — lora-qlora-recipes's
LoRA vs QLoRA vs Full FT table (routed by task
shape) governs the actual method choice.
Memory Feasibility
Before committing to a method, size it: total
memory ≈ **params × dtype bytes + optimizer
state + gradients + activations**. Work each
term for the chosen dtype and method (full
fine-tune, LoRA, or QLoRA) — worked worksheets
and size-class examples live in
references/memory-math.md.
On DGX Spark specifically, unified-memory
behavior breaks the naive estimate (transient
load peaks, nvidia-smi underreporting, thermal
throttling on long runs). Once the
dgx-spark-ops plugin is installed, defer
Spark-specific feasibility calls to its
spark-memory-thermal-ops skill rather than
re-deriving them here.
Related Skills
Once this skill has picked a method, hand off to
the skill that executes it:
lora-qlora-recipes— SFT via LoRA/QLoRApreference-optimization— DPO, ORPO, KTOgrpo-rlvr-training— GRPO with verifiable
rewards
No method is selected before the eval harness
exists — see eval-harness-first.
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